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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,737 | $166,268-57.5% | $165,100-57.2% | $145,897-51.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.36% | 100.52%-77.2pp | 70.21%-46.8pp | 552.29%-528.9pp |
| Employer contribution / active EE | $3,674 | $5,284-30.5% | $4,348-15.5% | $4,663-21.2% |
| Participant deferral / active EE | $6,403 | $6,964-8.1% | $6,035+6.1% | $6,689-4.3% |
| Admin fee / account holder | $299 | $16,659-98.2% | $12,696-97.6% | $13,390-97.8% |